Maxim Capital Management’s State Street SPDR Dow Jones Global Real Estate ETF RWO Stock Holding History

Maxim Capital Management’s Portfolio RWO Stock Details RWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$2.98M	Buy	76,141 +256	+0.3%	+$9.78K	2.66%	8
2020 Q1	$2.73M	Sell	75,885 -3,998	-5%	-$190K	2.83%	10
2019 Q4	$3.54M	Sell	79,883 -3,361	-4%	-$175K	3.65%	9
2019 Q3	$4.32M	Buy	83,244 +1,759	+2%	+$89.3K	3.9%	8
2019 Q2	$4.07M	Sell	81,485 -1,603	-2%	-$80.1K	3.81%	8
2019 Q1	$4.16M	Buy	83,088 +3,205	+4%	+$155K	3.87%	8
2018 Q4	$3.54M	Buy	+79,883	New	+$3.7M	3.65%	9

Other funds holding RWO

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PSUF

People's United Financial Bridgeport, Connecticut $3.51B AUM 12.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Maxim Capital Management's RWO Position: Q2 2020 in Review

Maxim Capital Management increased its State Street SPDR Dow Jones Global Real Estate ETF (RWO) stake by 0.34% in Q2 2020, buying an estimated $9.78K and bringing the position to 76,141 shares worth $2.98M. The position accounts for 2.66% of the portfolio, ranked #8.

Maxim Capital Management first reported a position in RWO in Q4 2018 and has held it in 7 quarters since. The position peaked at $4.32M in Q3 2019. 213 funds tracked by Wall St. Rank hold RWO as of Q2 2020.

Maxim Capital Management held 76,141 shares of State Street SPDR Dow Jones Global Real Estate ETF worth $2.98M as of Q2 2020.
Maxim Capital Management bought 256 State Street SPDR Dow Jones Global Real Estate ETF shares in Q2 2020, an estimated $9.78K.
State Street SPDR Dow Jones Global Real Estate ETF made up 2.66% of Maxim Capital Management's portfolio in Q2 2020, its #8 holding.
Maxim Capital Management first reported a position in State Street SPDR Dow Jones Global Real Estate ETF in Q4 2018 and has held it in 7 quarters since.
Maxim Capital Management's State Street SPDR Dow Jones Global Real Estate ETF position peaked at $4.32M in Q3 2019.
213 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Global Real Estate ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.